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JNGLX vs. LOGSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JNGLX vs. LOGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Global Life Sciences Fund (JNGLX) and Live Oak Health Sciences Fund (LOGSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with JNGLX having a 8.15% return and LOGSX slightly higher at 8.33%. Over the past 10 years, JNGLX has outperformed LOGSX with an annualized return of 11.05%, while LOGSX has yielded a comparatively lower 7.42% annualized return.


JNGLX

1D
-1.26%
1M
-2.95%
6M
6.38%
YTD
8.15%
1Y
39.39%
3Y*
13.10%
5Y*
8.40%
10Y*
11.05%
ALL TIME*
11.48%

LOGSX

1D
-1.12%
1M
-0.47%
6M
5.28%
YTD
8.33%
1Y
28.56%
3Y*
10.98%
5Y*
6.91%
10Y*
7.42%
ALL TIME*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

JNGLX vs. LOGSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JNGLX
Janus Henderson Global Life Sciences Fund
8.15%24.84%3.60%7.51%-2.69%6.78%25.66%29.20%4.17%22.13%
LOGSX
Live Oak Health Sciences Fund
8.33%19.63%0.16%1.21%3.71%17.59%6.01%18.98%-3.84%13.42%

Correlation

The correlation between JNGLX and LOGSX is 0.82, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.82

Correlation (3Y)
Balances recent behavior with more history.

0.78

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.83

Correlation (10Y)
Provides a long-term view across more market conditions.

0.82

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2001

0.84

The correlation between JNGLX and LOGSX has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.

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Return for Risk

JNGLX vs. LOGSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JNGLX
JNGLX Risk / Return Rank: 9292
Overall Rank
JNGLX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
JNGLX Sortino Ratio Rank: 9393
Sortino Ratio Rank
JNGLX Omega Ratio Rank: 8686
Omega Ratio Rank
JNGLX Calmar Ratio Rank: 9494
Calmar Ratio Rank
JNGLX Martin Ratio Rank: 9191
Martin Ratio Rank

LOGSX
LOGSX Risk / Return Rank: 8080
Overall Rank
LOGSX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
LOGSX Sortino Ratio Rank: 8282
Sortino Ratio Rank
LOGSX Omega Ratio Rank: 7474
Omega Ratio Rank
LOGSX Calmar Ratio Rank: 9191
Calmar Ratio Rank
LOGSX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JNGLX vs. LOGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund (JNGLX) and Live Oak Health Sciences Fund (LOGSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JNGLXLOGSXDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.75

Omega ratioGain probability vs. loss probability

1.44

1.34

+0.10

Calmar ratioReturn relative to maximum drawdown

4.17

3.62

+0.54

Martin ratioReturn relative to average drawdown

13.00

9.26

+3.74

JNGLX vs. LOGSX - Sharpe Ratio Comparison

The current JNGLX Sharpe Ratio is 2.57, which is comparable to the LOGSX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of JNGLX and LOGSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JNGLX vs. LOGSX - Drawdown Comparison

The maximum JNGLX drawdown since its inception was -59.00%, which is greater than LOGSX's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for JNGLX and LOGSX.


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Drawdown Indicators


JNGLXLOGSXDifference

Max Drawdown

Largest peak-to-trough decline

-59.00%

-45.85%

-13.15%

Max Drawdown (1Y)

Largest decline over 1 year

-9.68%

-8.13%

-1.55%

Max Drawdown (3Y)

Largest decline over 3 years

-21.17%

-14.33%

-6.84%

Max Drawdown (5Y)

Largest decline over 5 years

-22.21%

-15.03%

-7.18%

Max Drawdown (10Y)

Largest decline over 10 years

-27.37%

-27.28%

-0.09%

Current Drawdown

Current decline from peak

-3.74%

-2.19%

-1.55%

Average Drawdown

Average peak-to-trough decline

-17.55%

-7.57%

-9.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

3.18%

-0.08%

Volatility

JNGLX vs. LOGSX - Volatility Comparison

Janus Henderson Global Life Sciences Fund (JNGLX) and Live Oak Health Sciences Fund (LOGSX) have volatilities of 5.39% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JNGLXLOGSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.39%

5.51%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

11.27%

+1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.81%

14.88%

+0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.11%

14.44%

+1.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.38%

16.19%

+1.19%

JNGLX vs. LOGSX - Expense Ratio Comparison

JNGLX has a 0.80% expense ratio, which is lower than LOGSX's 1.02% expense ratio.


Dividends

JNGLX vs. LOGSX - Dividend Comparison

JNGLX's dividend yield for the trailing twelve months is around 4.22%, more than LOGSX's 1.91% yield.


PositionTTM20252024202320222021202020192018201720162015
JNGLX
Janus Henderson Global Life Sciences Fund
4.22%4.56%5.84%4.26%0.25%9.85%7.80%6.23%13.32%0.89%0.30%8.81%
LOGSX
Live Oak Health Sciences Fund
1.91%2.07%2.64%6.28%0.55%7.02%7.04%0.85%15.20%6.45%2.10%15.52%

Frequently Asked Questions


JNGLX and LOGSX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LOGSX has higher volatility (5.51%) compared to JNGLX (5.39%). In terms of maximum drawdown, JNGLX dropped -59.00% vs LOGSX's -45.85%.

JNGLX currently has the higher Sharpe Ratio (2.57 vs 2.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for JNGLX and LOGSX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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